Brian
Freeman

Securian Financial Services, Inc

CRD#1379227
Investment Advisor
in Newport Beach, CA

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About this Advisor

Brian Freeman is a financial advisor working out of Newport Beach, California who has 21 years of industry experience. Freeman is currently employed by Securian Financial Services, Inc. During their career, the advisor has held roles at Minnesota Life, Securian Financial Services, Inc and Tax & Financial Group. Freeman holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in California and Texas. Securian Financial Services, Inc is an advisory firm operating out of Saint Paul, MN. The company has offices in 155 locations and a total of 1,750 people on staff. It handles $21 billion in assets under management across its 76,075 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 165 charities and foundations. Of its 76,075 accounts, 18% are associated with high-net-worth individuals who have at least $1 million in investable assets. Securian Financial Services, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on the type of services. However, fee types charged by Securian Financial Services, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4001 Macarthur Blvd. Suite 300
Newport Beach, CA 92660

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$20,684,796,225

CA Average: $5,289,111,388
Total Number of Employees

1,750

CA Average: 157
Total Number of Accounts

76,075

CA Average: 8,262
Average Account Size

$271,900

CA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brian Freeman Work History

Brian has been registered as a financial advisor for 21 years.*

1988 - Present (36 years)

Securian Financial Services, Inc

1987 - Present (37 years)

Minnesota Life

1987 - Present (37 years)

Tax & Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Freeman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Securian Financial Services, Inc

Ross Wingert
Southfield, MI
Phuc Le
Saint Paul, MN
Christina Kolb
Omaha, NE
Joseph Fay
Manasquan, NJ
Tyler Malek
Newark, DE
Thomas Peters
Omaha, NE
Kurt Anderson
Tampa, FL
Nicholas Linton
San Ramon, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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